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Accounts Receivable
New customer alert system – Ability to easily alert all employees about an important fact related
to a customer. This alert can then be presented to the user prior to important actions being taken
such as shipping inventory to a customer. For example, you could place an alert on a customer
saying bad credit. Then whenever a lookup is done on the customer, this alert could appear
allowing the user to decide if they would like to move forward with the action.
Customer maintenance history to display average days to pay – Users can see the average days
to pay for each of their customers. By viewing the average days to pay for each customer, you
can now easily identify the customers that take longer to pay their invoices. The Aged Receivable
report provides a new option to view the customer average days to pay. Also a new dataview is
now available to view the history average days to pay for all the customers.
Set up deferred invoicing per customer instead of companywide - A new setting is available at
the customer level to designate whether customer will be allowed to have deferred invoicing.
Credit Card Compliance and Improvements - Improve productivity by using new, improved
and PADSS compliant credit card module. New options are available for voiding pre-authorized
transactions. Card expiration date can also now be modified through customer credit card
maintenance. Default customer address will be automatically populated while creating a new
credit card ID or selecting custom option during transactions. Card Verification Value (CVV) can
be provided during transactions by selecting “Enable CVV” option in Credit Card Connection
maintenance. Sage Exchange only supports English, French and Spanish languages. The
following is a list of accepted characters for Alpha Numeric fields:
a-z
A-Z
0-9
-.,#&()/!'éèêëòóôõöàáâãäåìíîïùúûüýÿ
The following is a list of accepted characters for Numeric fields:
0-9
,.-
The use of two or more dashes -- back to back is not permitted in any of the fields.
Set default warehouse location for each customer rather than company wide - Allow for the
default warehouse location to be at the customer level. This would for example allow west coast
customers to ship from the west coast warehouse and east coast customers to ship from the east
coast warehouse
Drop ship allocations– Drop ship items are now automatically allocated and thus allow you to
view allocations and on-order values for drop ship items at drop ship locations.
Commission on Zero Dollar Invoices/Shipments - Commissions are calculated for zero dollar
Invoices and shipments.
Recalculate YTD sales using transaction dates – YTD sales are now recalculated using the
transactions dates. If transactions don’t fall within the current fiscal period, they will be omitted
from the YTD totals.
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